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B. Riley Wealth Advisors’s VanEck CEF Muni Income ETF XMPT Stock Holding History

B. Riley Wealth Advisors’s Portfolio XMPT Stock Details XMPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-675
Closed -$17.5K – 1919
2014
Q2 		$17.5K Buy
+675
New +$17.2K ﹤0.01% 1527

Other funds holding XMPT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

B. Riley Wealth Advisors's XMPT Position: Q3 2014 in Review

B. Riley Wealth Advisors sold out of VanEck CEF Muni Income ETF (XMPT) in Q3 2014, closing a stake of 675 shares — an estimated $17.5K sold.

B. Riley Wealth Advisors first reported a position in XMPT in Q2 2014 and held it in 1 quarter. The position peaked at $17.5K in Q2 2014. 15 funds tracked by Wall St. Rank hold XMPT as of Q3 2014.

  • B. Riley Wealth Advisors reported no remaining VanEck CEF Muni Income ETF position as of Q3 2014 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 675 VanEck CEF Muni Income ETF shares in Q3 2014, an estimated $17.5K.
  • B. Riley Wealth Advisors first reported a position in VanEck CEF Muni Income ETF in Q2 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's VanEck CEF Muni Income ETF position peaked at $17.5K in Q2 2014.
  • 15 funds tracked by Wall St. Rank held VanEck CEF Muni Income ETF as of Q3 2014.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.